See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,892 | $56,972+22.7% | $182,532-61.7% | $65,185+7.2% |
| Participation rate | 59.4% | 66.5%-7.1pp | 78.0%-18.6pp | 70.2%-10.8pp |
| Annual return | 26.10% | 27.67%-1.6pp | 148.54%-122.4pp | 29.38%-3.3pp |
| Employer contribution / active EE | $1,796 | $1,615+11.3% | $4,076-55.9% | $2,177-17.5% |
| Participant deferral / active EE | $3,866 | $3,526+9.7% | $5,524-30.0% | $3,514+10.0% |
| Admin fee / account holder | $159 | $528-69.8% | $8,592-98.1% | $847-81.2% |